IMPORT AND EXPORT CREDIT DATA WITH DEALERTRACK DMS
Find deals more easily using the vehicle stock number when importing deals
75% of data fields are pre-filled so you don’t have to re-type information
Get notified if a customer record already exists, to eliminate duplicate deal records
Dealers with Digital Contracting will gain a faster workflow when they start contracting.
TAKE ADVANTAGE OF THIS TWO-WAY DATA INTEGRATION TO PROCESS YOUR DEALS FASTER
If you do not have Digital Contracting or Dealertrack DMS Schedule a demo today.
Follow these steps to import credit application data from Dealertrack DMS into Dealertrack F&I:
START
SELECT CUSTOMER
ENTER STOCK NUMBER
Follow these steps to export credit application data to Dealertrack DMS:
START
Once you have an “Approved” or “Partially Approved” decision on the Credit application, you can start the export process.
Click on the Manage tab and select Export App & Decisions from the drop down.
SELECT CUSTOMER
In the Export to DMS pop-up, select a customer to add data to an existing customer record or Create a new customer:
- The Create a new customer option will be preselected if no customer record is found in your DMS.
- When similar customer(s) records are found, existing DMS customers will be listed under Applicant Name.
Note: Click on Continue to Co-Applicant, if there is a Co-Applicant, then set up a Co-Applicant using the same steps
EXPORT TO DMS
The screen will display Data Successfully Exported.
DIGITAL CONTRACTING ON DEALERTRACK UNIFI® WITH ASSISTED REMOTE SIGNING
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